The 30 Best Estates and trusts planning in Santa Rosa, California

Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve. As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.

Graystone Consulting in Santa Rosa, a division of Morgan Stanley, is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California. With a focus on providing comprehensive wealth management solutions, our team of experienced professionals works closely with clients to develop personalized investment strategies that align with their financial goals and objectives. From retirement planning to estate management, we offer a wide range of services to help clients achieve long-term financial success. Contact us today to learn more about how Graystone Consulting can help you secure your financial future.

Central Coast Trust, located at 755 Santa Rosa Street in San Luis Obispo, California, is dedicated to helping individuals and families reach their financial goals through specialized services in trusts and estates. With over 30 years of experience, our team of professionals can assist with trust administration, estate settlement, and complex asset management. As a fiduciary, we hold ourselves to the highest ethical and legal standards to ensure your intentions are honored as outlined in your trust or estate documents. Whether you are looking to establish a trust, appoint a trustee, or need assistance with estate administration, Central Coast Trust is here to partner with you every step of the way. Our goal is to provide personalized services that cater to your unique needs and objectives. We understand the importance of creating a legacy for future generations and can help you navigate the complexities of trusts and foundations.

David Felte, Financial Advisor at Salmon-Felte Insurance And Financial Services, is a trusted professional located in Santa Rosa, California. With expertise in financial planning and insurance services, David is dedicated to helping clients reach their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets, David and his team are committed to providing personalized solutions tailored to your specific needs. Visit their office at 2455 Bennett Valley Road to start planning for a more secure financial future today.

Bollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant is a reputable accounting firm located at 111 Santa Rosa Avenue in Santa Rosa, California. Specializing in accounting and finance services, their team of experienced certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the Santa Rosa area. With a commitment to excellence and a dedication to client satisfaction, Bollinger Glenn Guattery Gunn McAravey LLP is a trusted partner for all accounting and financial needs.

Estate Minders Inc is a trusted accounting and finance institution located at 131A Stony Circle in Santa Rosa, California, United States. Our team of experienced professionals specializes in managing the financial affairs of estates, providing comprehensive services to ensure the proper handling of assets and investments. With a commitment to integrity and excellence, Estate Minders Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Welcome to Mike Hansen Real Estate, your trusted partner in navigating the vibrant real estate market of Santa Rosa, California. Conveniently located at 6560 Petaluma Hill Road, our office is dedicated to providing personalized and professional real estate services to meet your unique needs. Whether you are buying, selling, or investing in property, our experienced team is committed to delivering exceptional service and expert guidance throughout your real estate journey. At Mike Hansen Real Estate, we pride ourselves on our deep knowledge of the local market and our commitment to client satisfaction. Our comprehensive services include residential and commercial property transactions, market analysis, property valuation, and strategic marketing plans tailored to achieve the best results for our clients. We understand that every real estate transaction is significant, and we are here to ensure a smooth, successful, and stress-free experience.

Veronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.

Emerick Law Offices, PC is a reputable law firm located at 200 B Street in Santa Rosa, California. Specializing in various legal matters, their team of experienced lawyers provides personalized and professional legal services to their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Emerick Law Offices, PC is dedicated to helping you navigate the legal system with confidence and ease. With a commitment to excellence and a track record of success, they are a trusted choice for individuals seeking legal representation in the Santa Rosa area.

The Law Office of Tanya Brannan is a dedicated legal practice located at 2435 Professional Drive in Santa Rosa, California. Specializing in various areas of law, Tanya Brannan provides expert legal representation and guidance to clients in need. With a commitment to excellence and personalized service, the Law Office of Tanya Brannan is dedicated to helping individuals navigate the complexities of the legal system with confidence and ease. Whether you are facing a legal challenge or seeking legal advice, Tanya Brannan and her team are here to help you every step of the way.

De La Torre Law Firm is a reputable legal institution located at 427 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, De La Torre Law Firm is here to help. With a commitment to excellence and a track record of successful outcomes, you can trust De La Torre Law Firm to advocate for your rights and best interests. Contact them today for expert legal guidance and representation.

Flahavan Law Offices is a reputable law firm located at 400 College Avenue in Santa Rosa, California. Specializing in various legal services, their team of experienced and dedicated lawyers are committed to providing high-quality representation to their clients. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, Flahavan Law Offices is here to help. With a focus on personalized attention and achieving the best possible outcomes for their clients, they are a trusted choice for legal representation in the Santa Rosa area.

Heather Wise Attorney at Law is a reputable legal firm located at 700 College Avenue in Santa Rosa, California. Specializing in various areas of law, Heather Wise provides expert legal counsel and representation to clients in need of legal assistance. With a strong dedication to client advocacy and a track record of successful cases, Heather Wise Attorney at Law is a trusted resource for individuals seeking professional legal services in the Santa Rosa area.

Applegate Law Office is a reputable legal practice located at 700 College Avenue in Santa Rosa, California. Specializing in various areas of law, the experienced team at Applegate Law Office is dedicated to providing expert legal representation and guidance to clients in need. Whether you are facing a personal injury case, navigating a family law matter, or require assistance with estate planning, the skilled attorneys at Applegate Law Office are here to help. With a commitment to professionalism and client satisfaction, Applegate Law Office is your trusted partner in legal matters. Contact them today to schedule a consultation.

Martin Woods is a reputable law firm located at 3436 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, the experienced team at Martin Woods is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, the skilled lawyers at Martin Woods are here to help. With a commitment to excellence and a track record of success, Martin Woods is a trusted institution in the legal community. Contact them today for expert legal representation.

Major Law is a prestigious law firm located at 250 D Street in Santa Rosa, California, United States. Our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and excellence, Major Law is committed to achieving the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Major Law is here to help. Contact us today to schedule a consultation with one of our skilled attorneys.

Traci Carrillo is a reputable law firm located at 438 1st Street in Santa Rosa, California. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and client satisfaction, Traci Carrillo is committed to delivering excellent results and achieving justice for their clients. Whether you are facing a complex legal issue or simply need legal advice, Traci Carrillo is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Edgar Law Firm is a reputable legal institution located at 408 West College Avenue in Santa Rosa, California, United States. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of success, Edgar Law Firm is the go-to choice for individuals seeking professional and reliable legal representation. Contact us today to discuss your legal needs and see how we can assist you.

Crocker Law is a reputable law firm located at 865 3rd Street in Santa Rosa, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in the United States. We specialize in a wide range of practice areas including personal injury, family law, estate planning, and business law. With a commitment to excellence and a track record of success, Crocker Law is the go-to institution for all your legal needs. Contact us today to schedule a consultation.

Dennis Anne is a reputable law firm located at 726 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, the firm is known for its dedicated team of experienced lawyers who provide top-notch legal services to clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, Dennis Anne is committed to helping you navigate the legal system with professionalism and expertise. Contact them today for expert legal representation in Santa Rosa.

William B Doty Law Offices is a reputable legal institution located at 823 Sonoma Avenue in Santa Rosa, California. As a dedicated team of lawyers, we specialize in providing expert legal advice and representation in various areas of law, including personal injury, criminal defense, family law, and estate planning. With years of experience and a track record of success, we are committed to helping our clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Brothers Margaret Attorney At Law is a reputable law firm located at 4727 Hoen Avenue in Santa Rosa, California. Specializing in various legal matters, the experienced attorneys at this institution provide expert guidance and representation to clients in need of legal assistance. With a strong dedication to serving their clients with professionalism and integrity, Brothers Margaret Attorney At Law is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the team at Brothers Margaret Attorney At Law is here to help. Contact them today to schedule a consultation and discuss your legal needs.

The Law Office of Rebecca Mendribil is a reputable legal practice located at 200 B Street in Santa Rosa, California. Specializing in various areas of law, including family law, criminal defense, and personal injury cases, Rebecca Mendribil and her team provide expert legal representation and guidance to clients in need. With a strong commitment to advocating for their clients' rights and interests, the Law Office of Rebecca Mendribil is dedicated to achieving the best possible outcomes for those they represent. Whether you are facing a difficult legal situation or simply need legal advice, you can trust the experienced professionals at this esteemed law firm to provide you with the support and representation you need.

Nellessen Robert A is a reputable law firm located at 740 4th Street in Santa Rosa, California. Specializing in various legal matters, the institution is known for providing expert legal advice and representation to clients in the United States. With a team of experienced lawyers, Nellessen Robert A is dedicated to delivering top-notch legal services and achieving positive outcomes for their clients. Whether you are in need of legal assistance for personal or business matters, you can trust the professionals at Nellessen Robert A to handle your case with professionalism and expertise.

Carol A Gorenberg Law Office is a reputable legal institution located at 2544 Cleveland Avenue in Santa Rosa, California. Specializing in various areas of law, including family law, estate planning, and business law, our experienced team is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to excellence and a track record of success, Carol A Gorenberg Law Office is a trusted resource for individuals and businesses seeking expert legal representation in the Santa Rosa area.

Young Law Group is a reputable law firm located at 411 Russell Avenue in Santa Rosa, California. Our dedicated team of experienced attorneys specializes in a wide range of legal services including personal injury, family law, estate planning, and business law. We are committed to providing our clients with top-notch legal representation and personalized attention to help them achieve the best possible outcomes. With a focus on integrity, professionalism, and results, Young Law Group is here to guide you through any legal challenges you may face. Contact us today to schedule a consultation.

Rondon Brian D is a reputable law firm located at 713 Spring Street in Santa Rosa, California. Specializing in various legal services, the team at Rondon Brian D is dedicated to providing top-notch representation and guidance to their clients. With a strong commitment to excellence and a track record of success, this firm is known for their professionalism and expertise in the field of law. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Rondon Brian D is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

The Elder Law Clinic is a specialized health institution located at 725 College Avenue in Santa Rosa, California, United States. This clinic focuses on providing legal assistance and support to elderly individuals in need. The clinic offers a range of services including estate planning, long-term care planning, guardianship issues, and more. The dedicated team of legal professionals at the Elder Law Clinic is committed to ensuring the rights and well-being of elderly individuals are protected. Contact the clinic today for expert advice and guidance on navigating legal matters related to aging.

George Petersen Insurance Agency, located at 521 Main Street in Ferndale, California, is a health and insurance agency dedicated to providing comprehensive insurance plans and risk management services tailored to meet the unique needs of each individual or business. From health and disability benefits to retirement programs, their experienced agents are committed to helping clients protect their assets and loved ones. At George Petersen Insurance Agency, they prioritize building strong relationships with their clients and strive to earn their trust by putting their needs first. With a client retention rate of over 95%, they have established themselves as a reliable and trusted partner in the insurance industry.

Eddie Sandoval - State Farm Insurance Agent is a reputable insurance agency located at 825 Gravenstein Highway North, Sebastopol, California, United States. With 26 years of experience in the insurance industry, Eddie Sandoval is deeply rooted in the Sonoma County community and committed to serving its residents. Specializing in Auto, Home, Life, and Business insurance, the agency caters to the specific needs of individuals and families in Sonoma County. The office is conveniently located in Sebastopol/West County, serving surrounding areas such as Rohnert Park, Cotati, Petaluma, Windsor, Healdsburg, and Santa Rosa. Eddie Sandoval is actively involved in the community and supports local organizations, including being a member of the Sonoma County Hispanic Chamber of Commerce.